Job Vacancy Pune, Maharashtra Position Customer Success Executive, Wealth Operations at Bakerstreet Fintech Private Limited
Company Bakerstreet Fintech Private Limited is offering job opportunities for the position of Customer Success Executive, Wealth Operations in the Pune area. The job type available is Full-time.
We are looking for candidates who possess skills with beginners/seniors experience. We value honesty, discipline, and responsibility in our employees.
Bakerstreet Fintech Private Limited operates in the (according to the company) industry. If you are interested in applying to this company, please proceed with your application.
Job Information
| Company: | Bakerstreet Fintech Private Limited |
| Position: | Customer Success Executive, Wealth Operations |
| City: | Pune, Maharashtra |
| Province: | Maharashtra |
| Education: | Confidential |
| Salary: | INR 2 per Month |
| Job Type: | Full-time |
Job Description
We are seeking a Customer Success Executive for Wealth Operations to support high‑net‑worth clients and ensure seamless account servicing. The role involves managing client inquiries, coordinating with operations and portfolio teams, and resolving onboarding, KYC, and transaction issues promptly.
- Minimum 2 years’ experience in wealth operations or private banking
- Excellent communication, strong attention to detail, and knowledge of KYC and investment products
- Proficiency with CRM systems and Microsoft Office
Join a collaborative team that offers professional development opportunities and competitive compensation.
Benefit
- Recognition and performance awards
- Skill development
- Work-life balance
- Professional networking opportunities
- Access to the latest technology
- Collaborative work environment
- Professional training
- Opportunities for promotion
- Valuable work experience
- Opportunities to contribute to business growth
Requirements
- Good Communication Skills
- No Criminal Record
- Minimum Education of High School Diploma
- Minimum Age of 18 Years
- Able to Work Under Pressure
- Physically and Mentally Healthy
- Able to Work in a Team
- Willing to Be Placed in the Designated Work Location
- Experience in the Related Field (Preferred)
Company Address
| Province | Maharashtra |
| City | Pune |
| Google Map | Google Map |
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